Estate Planning

Meyer and Associates has worked with individuals, business owners, and families of all sizes – developing customized estate plans to meet the needs of each client. Because every client’s needs are different, we employ a full range of options – from trusts to wills and strategic lifetime gifting – to ensure that your money goes to the people closest to you. Meyer and Associates is able to develop plans so that clients can minimize their estate tax liabilities, or to protect the assets from creditors and Medicaid if long-term care is needed. We also develop needs-based plans, which ensure that your family has the money that they need accessible to them – by working with trusts and other estate planning devices, such as 529 plans, we help our clients provide for their families no matter what happens.

We work with clients in New York and Florida, as well as individuals who are maintaining multiple residences. As part of our planning we can advise our clients with regards to tax and other issues related to selecting and maintaining a primary residence state. We can also prepare all of the documents that you will need to prepare for, and to manage living in two different states.

Most estate planning work is billed at a flat rate based on the complexity of your needs.